The absolute best enrollment experience for brokers, employers and employees.

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How We Can Help

Benefits Communication

We save you and your clients valuable time and ensure employees make informed decisions.

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Benefits Technology

We create a truly automated system that enables HR teams to manage benefits, seamlessly.

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Voluntary Benefits

Voluntary benefits are a great way to round out your client’s benefit package.

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Enrollment Management

Our unique management approach allows us to smoothly and efficiently handle enrollment.

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Perpetual Enrollment

Our highly qualified benefit counselors are available to assist with enrollment throughout the year.

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Our Story

Read more about our mission to providing the best enrollment experience to all.

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“They are always up-front and transparent when approaching an opportunity, in addition to providing a great solution to our clients with their technology benefits counselor education tools.”

Megan Stavros, Voluntary Benefits Consultant, Gallagher

“We believe in benefits education and personalization of the education process, thus working with Synergy has been pivotal in helping us accomplish our goal.”

Ed Ligonde, Vice President, NBG I Nielsen Benefits Group

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The Synergy Difference

Synergy was founded back in 2017 by three friends with over 50 years of combined experience in insurance, benefits, project management and technology.

Be Flexible

We believe it’s important to adopt a learning mindset — be open to new ideas and ways of thinking, so we can continue to provide the best possible solutions for our clients.

Listen & Learn

We know we’re not infallible. We value communication and feedback so we can continue to improve. We pride ourselves on building open, honest relationships with all of our stakeholders.

Stay Organized

Our organized, project-management approach makes effective use of time and resources. We plan a comprehensive strategy that covers everything you need while keeping everything in its place.

Make It Easy

Take advantage of our highly qualified, bilingual benefit counselors to handle your benefits communication. We’re in all 50 states to meet face to face with your clients’ employees, allowing your agency to give a personal service to your clients.

Be Flexible

We believe it’s important to adopt a learning mindset — be open to new ideas and ways of thinking, so we can continue to provide the best possible solutions for our clients.

Listen & Learn

We know we’re not infallible. We value communication and feedback so we can continue to improve. We pride ourselves on building open, honest relationships with all of our stakeholders.

Stay Organized

Our organized, project-management approach makes effective use of time and resources. We plan a comprehensive strategy that covers everything you need while keeping everything in its place.

Make It Easy

Take advantage of our highly qualified, bilingual benefit counselors to handle your benefits communication. We’re in all 50 states to meet face to face with your clients’ employees, allowing your agency to give a personal service to your clients.

Find Out More About Us

Contact Us

Call us at 858-322-6300, email us at enrollment@synergyenrollment.com, or fill out the form below.